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Herzfeld Group Inc (Largo)


Herzfeld Group Inc is an adviser based in Largo. It manages $34.03 million of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

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Herzfeld Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Herzfeld Group: assets under management

The assets under management (AUM) of Herzfeld Group Inc is $34.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.58 thousand each.
Herzfeld Group has custody of $181.5 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Herzfeld Group Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Largo

The principal office where Herzfeld Group Inc performs its advisory services is located at 1715 East Bay Drive, Largo, FL 33771, which is also the mailing address of the firm. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-587-0009 or by fax 727-586-0100. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.herzfeld.net.


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